Build a retirement plan for employers and employees with Marathon Financial Planning.

Thank you for visiting our website and taking the time to get to know Marathon Financial Planning. As you become familiar with the company, our processes and services, we hope you will choose us for your investment, retirement and consultative estate planning needs.

I'm a marathon runner with 118,000 miles under my feet. It wasn't until I got into this profession when I realized the parallels between training for and running a marathon and the strategies behind accumulating and distributing wealth during the retirement years. I hope my running analogies throughout the website will help simplify financial concepts, strategies and help to shed light on your personal financial situation.

At Marathon Financial Planning we have a track record in helping individuals plan for and enjoy their post-working years. Let us become your financial coach and help you cross the finish line to be financially fit for life.

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Associations

Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities businesses with residents of the following states: Missouri, Illinois, and Oregon.